Affinity Partners GP LP

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Affinity Partners GP LP maintained a portfolio of 1 distinct positions. They heavily accumulated shares in QXO INC, increasing their position by 0.0%.
PCA Score Concentration Risk
Risk ENB
Total Positions
1
Quarter
2025 Q4
Top Holding
QXO (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-1 of 1
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
QXO
QXO INC
 Unknown 100.00% 100.00% #1
Prev: #1
10.0 14,523 0.0%
P
S
32,686,065 $630,514,194 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-1 of 1 holdings

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